Remote Financial Concierge – Customer Experience Banker

0101 The Huntington National Bank

West Monroe (LA)

On-site

USD 32,000 - 42,000

Full time

10 days ago

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Job summary

Huntington looks for a Customer Experience Banker Non NMLS to assist walk-in customers as a Financial Concierge. You help clients identify financial goals, recommend deposit and banking products, and process transactions accurately while balancing daily duties.

The role emphasizes retaining and growing consumer and business relationships through disciplined sales, referrals, and proactive outreach, with a strong focus on service quality and risk awareness.

Qualifications

  • High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
  • Preferred: 1 year or more in customer service in banking, financial services or goal driven retail sales.
  • Preferred: Cash handling skills.
  • Preferred: Comfort with technology such as mobile services and online banking services.

Responsibilities

  • Providing excellent customer service and effectively resolving customer issues.
  • Being proficient in understanding and educating customers on consumer deposit products.
  • Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
  • Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
  • Adhering to all operational, security, risk and regulatory policies and procedures.
  • Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
  • Other duties as assigned.

Skills

Customer service
Communication
Sales skills
Problem solving

Education

High School Diploma or GED

Job description

Huntington looks for a Customer Experience Banker Non NMLS to assist walk-in customers as a Financial Concierge. You help clients identify financial goals, recommend deposit and banking products, and process transactions accurately while balancing daily duties.

The role emphasizes retaining and growing consumer and business relationships through disciplined sales, referrals, and proactive outreach, with a strong focus on service quality and risk awareness.

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